1,904 hedge funds and large institutions have $111B invested in Fiserv in 2025 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 625 increasing their positions, 820 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,904
Holders Change
+30
Holders Change %
+1.6%
% of All Funds
25.86%
Holding in Top 10
133
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.26%
% of All Funds
1.81%
New
165
Increased
625
Reduced
820
Closed
103
Calls
$517M
Puts
$331M
Net Calls
+$187M
Net Calls Change
+$264M
Name Holding Trade Value Shares
Change
Shares
Change %
RRCM
1526
Rappaport Reiches Capital Management
Illinois
$282K +$10.6K +48 +4%
LSIA
1527
LaSalle St. Investment Advisors
Illinois
$281K +$13.7K +62 +5%
PFW
1528
Petros Family Wealth
Minnesota
$281K -$19.2K -87 -6%
1WM
1529
1858 Wealth Management
Ohio
$280K -$43.5K -197 -13%
DFA
1530
DHJJ Financial Advisors
Illinois
$279K -$22.3K -101 -7%
CPIG
1531
Chicago Partners Investment Group
Illinois
$279K +$4.19K +23 +2%
ML
1532
McAdam LLC
Pennsylvania
$279K -$85.7K -388 -24%
KOMWMG
1533
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$279K
AWM
1534
Accurate Wealth Management
Florida
$278K +$15.2K +73 +6%
RCM
1535
Raleigh Capital Management
North Carolina
$278K -$50.8K -230 -15%
CPCM
1536
Cardinal Point Capital Management
Ontario, Canada
$277K
KP
1537
Kitching Partners
Pennsylvania
$277K
RFP
1538
Root Financial Partners
California
$276K -$221 -1 -0.1%
CCAM
1539
Cascades Capital Asset Management
North Carolina
$276K
CDWM
1540
Campbell Deegan Wealth Management
Virginia
$276K
AIA
1541
Affinity Investment Advisors
California
$275K +$43.3K +196 +19%
RA
1542
RFG Advisory
Alabama
$275K +$275K +1,247 New
WC
1543
Waterloo Capital
Texas
$274K -$345K -1,562 -56%
MCM
1544
Monument Capital Management
Virginia
$274K
GTAM
1545
Global Trust Asset Management
Florida
$273K +$139K +630 +104%
AO
1546
Advisor OS
Illinois
$272K +$43.9K +199 +19%
GA
1547
GSG Advisors
New Jersey
$271K +$17K +81 +7%
WMWM
1548
Whitaker-Myers Wealth Managers
Ohio
$269K
NG
1549
Norden Group
Utah
$269K -$25K -113 -8%
BCM
1550
Birmingham Capital Management
Alabama
$268K